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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,278 | $114,013+14.3% | $103,693+25.6% | $155,188-16.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 17.73% | 49.31%-31.6pp | 47.61%-29.9pp | 148.84%-131.1pp |
| Employer contribution / active EE | $8,731 | $3,131+178.8% | $2,920+199.0% | $4,248+105.5% |
| Participant deferral / active EE | $3,742 | $4,970-24.7% | $4,579-18.3% | $6,531-42.7% |
| Admin fee / account holder | $22,511 | $8,407+167.8% | $7,858+186.5% | $14,480+55.5% |